Find A Fee-Based or Fee-Only Financial Planner In London, Ontario
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Patrick Briscoe
CFP®, CEA, RIS, B.Ed
Bayswater Wealth Management
Our entire family have been working with Patrick for years now and we are so glad we did!
We have basic financial knowledge, but Patrick is able to explain complex concepts in ways that we can understand.
He is patient, knowledgeable, kind and clearly has a passion of what he does.
Additionally, whenever speaking to any member of his team, we have only positive experiences!
Thank you Patrick for all that you do and we look forward to continue to work together!
Bonnie Thomas
Shawn Bellefeuille
CFP®, CLU, CHS, EPC, MFA-P
Retirement By Design
Excellent group.
Always have my best interest in mind, very personalized options and quick to respond to my questions.
Karen Honchar
Josh & Jim MacLean
CFP®, RIS, CLU, ChFC
MacLean Investment Group
My wife and I have been working with Josh MacLean for quite a few years now and include him in all our financial dealings and retirement planning.
He has always been very knowledgeable with the markets and helps us to make wiser decisions with our investments.
We are very thankful to have known him and appreciate all the avenues he opens up along the way with other types of planning, such as wills, insurance, tax planning, etc.
Steven Heald
Matt Stiller
CFP®, Hons. BA, CEA, CHS, EPC
Stiller Financial
Matt has been handling my investment portfolio — both personal and corporate — for the last two and a half years.
I was originally hesitant to move my investments from the Bank but the initial funds I invested with Matt quickly outperformed any returns I was getting at the bank by a significant margin.
Since working with Matt, my wife and I have been able to set (and surpass) our financial goals with clarity and confidence in our future retirement plan — and that comfort is priceless.
Many thanks to Matt and the Stiller Financial team.
dale dubilowski
Jon Williams
CFP®, CIM
Williams Financial Group
I have had the supreme pleasure of working with Jon Williams and his team as my investment advisory team for 2 years now.
As a former Investment Advisor I know what a great advisor does and what the rest do and can say with absolute certainty that I now get the BEST Service I have ever had with respect to my investments AND I get great returns.
I could not be more pleased!
If you look at your service level and returns and are not getting what you know you should and know you deserve, you need to call Jon Williams immediately.
Highly Highly Recommend!
Mark hynes
Gary Corriveau
CFP®, BComm. (Hons)
Gary Corriveau
Gary is very professional and knowledgeable in financial services.
He has given us options and a path forward as we plan for retirement.
He presents information and action plans in a step by step approach so that we are not overwhelmed.
We highly recommend Gary for financial advice.
Jean Verburg
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